Regardless of whether the advice sought relates to a specific issue or is comprehensive we typically require the same data be collected. The list below looks long, but some items may not be relevant to your circumstances and most items take minutes to gather, not hours. If your planning is important to you it is worth the effort. Bottom line, the more we know, the better our advice is and the greater the benefits to you.
Items Typically Required
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Data collected is used for internal purposes only. It is not provided to external parties.
Documents/files can be forwarded via the Client Portal, via email, via hard copy mailed to our office or a service such as Dropbox. Whatever works for you is OK by us.
If requested data is not provided this could seriously compromise the relevance of the advice provided. We will decline to provide advice and refund any money paid if data requested is not provided and this prevents us from providing competent advice.
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